Recent Discussions

Discussion List

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  Apple Cash account balance incorrect on Iphone after latest update

  Pmrussell892 628 views 65 comments 0 points Most recent by Coach Jon January 8Adding and Updating Accounts
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  Some Amex accounts are not being discovered

  System 378 views 34 comments 1 point Most recent by Coach Jon January 8Adding and Updating Accounts
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  Osaic and Equipt

  Active jimsug 222 views 25 comments 16 points Most recent by Matty_A January 8Report Missing Financial Institution
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  Deleting a Parent Category in Categories & tags displays a spelling error (edited)

  Lady_MCSE 36 views 3 comments 2 points Most recent by Coach Jon January 8Report a Bug
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  Ohio Deferred Comp linking issue - You have already added all your accounts at this bank (edited)

  mm18 19 views 3 comments 0 points Most recent by Coach Jon January 8Adding and Updating Accounts
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  Ability to add Tags to Investment Holdings (edited)

  TRS_One 15 views 1 comment 2 points Most recent by Coach Natalie January 8Feature Requests
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  Income & Expense PDF export is missing the ‘Total’ row for each Parent Category

  System 45 views 9 comments 0 points Most recent by Coach Natalie January 8Troubleshooting
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  Loan Balance Now Shows Negative - Thanks For Fixing

  MikeZ 13 views 1 comment 0 points Most recent by Coach Natalie January 8Adding and Updating Accounts
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  Marking loan account as closed caused transactions to appear in the Spending Plan (edited)

  nrp06 83 views 14 comments 0 points Most recent by Coach Natalie January 8Troubleshooting
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  Elevations Credit Union sync outage - to.100/FDP-101 error (edited)

  RFL281 247 views 20 comments 2 points Most recent by fooblahblah January 8Adding and Updating Accounts
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  Investment Portfolio Allocations with Graph [edited] (1 Merged Voted)

  Active TGP 390 views 16 comments 46 points Most recent by TRS_One January 8Feature Requests
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  Does the account-specific Balance Type setting actually do anything?

  bob303727 234 views 24 comments 0 points Most recent by Coach Jon January 7Adding and Updating Accounts
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  Issue exporting the Taxes Report to .txf

  System 80 views 17 comments 0 points Most recent by Stu123 January 7Troubleshooting
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  6
  Maryland529 Aggregator Link (edited)

  Completed BenTrackingFinances 109 views 7 comments 6 points Most recent by Coach Natalie January 7Report Missing Financial Institution
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  Ability to search for original payees/"Appears on your statement as..." info (edited)

  Active MovingFromMint 136 views 6 comments 29 points Most recent by sbennet1 January 7Feature Requests
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  Pershing BNY

  Completed Rob A 90 views 15 comments 1 point Most recent by Coach Natalie January 7Report Missing Financial Institution
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  27
  Freedom Mortage

  Completed WVMtnYeti 948 views 36 comments 27 points Most recent by Coach Natalie January 7Report Missing Financial Institution
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  Empower disconnected - Care Code: FDP-6000

  nrp06 161 views 20 comments 1 point Most recent by ainsliejohn January 7Adding and Updating Accounts
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  Please add OpenBank by Santander

  Active StephenB 991 views 52 comments 48 points Most recent by year10k January 7Report Missing Financial Institution
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  Merged: Accrual‑Style Amortization for Non‑Monthly Bills in the Spending Plan

  Closed Budgeting101 5 views 0 comments 1 point Started by Budgeting101 January 7 Feature Requests
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  Break down Annual/Bi-Annual Expenses to a monthly amount in Spending Plan [edited] (6 Merged Votes)

  In Review AAAAHHHHHHHH 2.7K views 68 comments 152 points Most recent by Budgeting101 January 7Feature Requests
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  Tax Change for Tax Year 2026 Regarding Charitable Deductions

  SRC54 12 views 0 comments 2 points Started by SRC54 January 7 The Water Cooler
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  New to Simplifi

  TarantulaTim 30 views 2 comments 1 point Most recent by SRC54 January 7Introduce yourself!
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  Record Savings for 2025

  SRC54 13 views 0 comments 1 point Started by SRC54 January 7 Share your Success!
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  Merged: Ability to see [planned spend] in cash flow

  Closed kinz 6 views 0 comments 1 point Started by kinz January 7 Quicken Business & Personal Feature Requests
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  Ability to add Planned Spending Items to our Projected Cash Flow [edited] (4 Merged Votes)

  In Review Bob1 3.4K views 141 comments 209 points Most recent by kinz January 7Feature Requests
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  Merged: Alerus doesn’t connect, FDP-103 - Was Marked as Resolved. Not fixed.

  Closed Rwatkin1 8 views 0 comments 0 points Started by Rwatkin1 January 7 Adding and Updating Accounts
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  Is There a Subcategory Breakdown in Reports? (edited)

  Answered DK777 11 views 1 comment 0 points Most recent by Coach Natalie January 7Using Reports
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  California State Teachers' Retirement System (CalSTRS) connection broken - FDP-103 (edited)

  bcrossman 20 views 1 comment 0 points Most recent by Coach Natalie January 7Adding and Updating Accounts
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  [RESOLVED] 9/10/25: Alerus returns an FDP-103 error

  Closed Coach Natalie 273 views 2 comments 2 points Most recent by Coach Jon January 7Current Online Banking Issues